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Yammer success guide A collection of best practices, tips, and examples to make your Yammer community launch a success. Using Yammer to transform your business Before you plan your launch, think about how you want to use Yammer and what you want it to do for your organization. Yammer is much more than a social tool for your organization—set up your Yammer network for the maximum impact on your organization by focusing on activities that drive business transformation. Transform your business Drive employee morale Social outlet for status and photos To connect around social interests YamJams and top-down broadcasts Posting to All Company/Newsfeed Vanity metrics and social badges Replace existing processes and tools To connect around common objectives Meaningful multi-way collaboration Using Groups for functional and project teams Measuring for business outcomes Getting started A great network starts with a great plan. Follow these five steps to make sure you’re ready for launch. Introducing Yammer to your organization Starting with your pilot users and champions, all the way up to the leadership team, get everyone on board and excited to use Yammer in four simple phases. Roadmap to success Congratulations on choosing Yammer to connect your company! Getting started can be daunting, but we've been helping organizations connect since 2008 and have learned a few things along the way. We want you to be successful, so here is a roadmap to help you make a successful and thriving network. Keeping the conversations going Now that you’ve launched, check out three ways to provide support for your Yammer network and continue to optimize for greatness. Master the technology Set policies and guidance Get executive buy-in Identify your team Develop your vision Getting started Master the technology Resources: Use the Technical readiness checklist to ensure your network is ready for launch Learn more with the Yammer admin guide Pro tip: In order to enjoy the full experience of Yammer integrated with the rest of Office 365, ask your Office administrator to enforce Office 365 identity and connect your Yammer network to the Office 365 groups service. Start by working in partnership with your IT department to establish technical needs like mobile access and network support. You can learn to administer your network like a pro with the Yammer admin guide. We walk through confirming system requirements, setting admin privileges, and how to understand your network. Develop your vision for Yammer by department Here are some examples of how Yammer helps drive collaboration, innovation, and engagement across every department of your organization. Marketing Watch to learn how C-level executives Watch to learn how HR Watch to learn how Educator Watch to learn how Sales Maximize your sales team’s effectiveness with better account insight, instant access to experts, and enhanced information when on the road. Watch to learn how IT professionals Speed up end-user adoption by sharing tips and tricks for new products. Enable self-help, access to peer expertise, and a searchable knowledge base for incident avoidance and reduced total time to problem resolution. Watch to learn how Learning and development Watch to learn how Learn how Yammer can be utilized across your organization Meet with business managers from across your organization to develop a vision, understand the different strategic uses of Yammer, and identify which solutions can help your organization tackle its business challenges. Build a community of interest or practice Cultivate executive engagement Engage your frontline workforce Drive ideation and innovation Sanofi Pasteur shares best practices and improves processes Grundfos engages across all levels of the organization Red Robin speeds up process to develop new burger British Airways cabin crew members send feedback to engineering team Identify your team The most successful Yammer rollouts occur when a committed team, representing a cross-section of your organization, works together to execute tasks on time. Executive sponsor Business decision maker who leads by example, sends announcement emails, drives accountability Project lead Oversees assigned tasks and ensures program stays on track Internal communications, HR, IT, Sales, Product innovation Representatives from teams that can benefit from Yammer Get executive buy-in The best way to get executive buy-in is by aligning Yammer with their business goals. Ask them what they want to achieve, then demonstrate that it can be advanced through Yammer. Show them that time invested in Yammer will deliver benefits to them and their business. ▪ Learn how Telefonica engaged the whole organization with executive strategy discussions on Yammer ▪ See how Capgemini uses Yammer to drive ongoing executive engagement Resources: Watch this video about talking to your C-suite about Yammer Read this blog about the positive effects of CEO participation in Enterprise Social Pro tip: Help your leadership lead by example by making a plan for how they will engage on Yammer. Here are some real client examples: ▪ See how the CEO of Grundfos ran a blog through Yammer Explain to them that showing interest and engaging with employees through Yammer drives employee satisfaction and performance. Set policies and guidance Work with leadership to develop a usage policy and guidelines for governance. This will be important to ensure that activity on Yammer is positive, constructive, and in line with your company policies and culture. Resources: Follow the usage policy setup guide and example Help setting guidelines for Governance Pro tip: Keep policy and guidelines positive (not just a list of “don’ts”), and provide plenty of examples and suggestions. Develop a launch plan and materials Raise awareness and launch your network Pilot Yammer with a few use cases Identify and empower your Yammer champions Introducing Yammer to your organization Develop a launch plan and materials Keep your team on schedule and prepared with a work back plan for the months, weeks, and days leading up to launch. This should include key dates for announcements, training sessions, and developing materials. Prepare launch materials to get your network excited to join Yammer. Resources: Customize email templates, handouts, and posters for your organization Pro tip: Pair your Yammer launch so it supports an existing initiative or event like the launch of Office 365, company rebrand, or the start of new senior leadership. Identify and empower your Yammer champions Champions are your community of people who have bought into using Yammer from day one. Champions also are people who would contribute to and benefit from the value created by this group. Some examples could be: Create a Yammer group in your network for your champions.In this group, they can share resources and best practices for getting the most of Yammer, and for encouraging others to get as engaged. Pro tip: Set up a Yammer specialist group that meets once a month to share insights, ideas, and best practices with the broader network Millennials they will like the social aspects of Yammer Pilot program participants Those that demonstrated success with new technology adoption in the past Team influencers Regardless of title, these well connected veterans have that leadership vibe that naturally influences those around them. Pilot Yammer with a few use cases Launch first to a target group before rolling out to the rest of the organization. Here are some tips for choosing your pilot use cases: Start with groups that provide a central service and work across departments (HR, Legal, Learning and Development, Sourcing) Choose target groups that are geographically diverse and will benefit from having a single space to communicate and collaborate Resources: Customize this email template and share with your pilot groups. It helps explain the uses for Yammer through short videos and links to more resources. Pro tip: Yammer is about collaboration, so encourage launch users to invite others to collaborate in Yammer by keeping groups public. Raise awareness and launch your network Raise awareness about what’s happening in your organization by making Yammer the hub of company activity: Inspire leadership to reach out to the entire organization for feedback and challenges, like this real customer did with a cost-savings challenge from the CEO Spark engagement with a Yammer launch event Resources: View the Yammer Launch Ideas guide for tips and examples from other Yammer customers Pro tip: Encourage executives to log in a minimum of once a week and engage with posts by liking and commenting. Use champions to identify “wins” big and small, then celebrate by sharing on internal networks Provide support Drive ongoing usage Monitor and optimize your network Keeping the conversations going Provide support Give your team the confidence and knowledge to be active on Yammer from day one with up-front training sessions and resources for getting set up. Resources: Review and repurpose the End User Training Guide to help with any internal presentations, and share with employees Check out these creative training videos from one of our Yammer customers Pro tip: Create a Yammer 101 Group in your network Employees can post questions and request guidance Admins can upload “Getting Started” resources and tutorials Monitor and optimize your network Follow these tips to establish and encourage a culture of positivity and inclusiveness Resources: Learn how to use Office 365 metrics and reports in the Yammer admin guide Pro tip: Work with your Office 365 administrator to get metrics for understanding the health of your network and how you can optimize for growth. A B C D A B D C Drive ongoing usage Continue to identify areas of your organization that can benefit from cross-company collaboration and engagement. This could include people within the same function, collaborators on a company initiative, or participants in a trending topic – both work-related or not. Promote ongoing discussion in Yammer: Pro tip: Find and nurture your “power users” – those that are using Yammer to its maximum abilities Share conversations to show the value of participation Provide positive enforcement by praising them on Yammer Give leadership visibility by hosting lunch with the executive team Key resources for launch and usage Action Resources Admin's Guide to Getting Started Connecting your organization – the basics Email template—Wave 1 invitation Power User Guide to Getting Started Why Yammer video Generate awareness of Yammer with announcement email, posters, and follow-up tips and tricks emails Yammer Launch Ideas Email template—Announcement Email template—Tips for using Yammer #1 Email template—Tips for using Yammer #2 Yammer Poster Yammer Poster End User Training Presentation Power User Guide to Getting Started Yammer Tech Community this group, they can share resources and best practices for getting the most of Yammer, and for encouraging others to get as engaged. Pro tip: Set up a Yammer specialist group that meets once a month to share insights, ideas, and best practices with the broader network Millennials they will like the social aspects of Yammer Pilot program participants Those that demonstrated success with new technology adoption in the past Team influencers Regardless of title, these well connected veterans have that leadership vibe that naturally influences those around them. Pilot Yammer with a few use cases Launch first to a target group before rolling out to the rest of the organization. Here are some tips for choosing your pilot use cases: Start with groups that provide a central service and work across departments (HR, Legal, Learning and Development, Sourcing) Choose target groups that are geographically diverse and will benefit from having a single space to communicate and collaborate Resources: Customize this email template and share with your pilot groups. It helps explain the uses for Yammer through short videos and links to more resources. Pro tip: Yammer is about collaboration, so encourage launch users to invite others to collaborate in Yammer by keeping groups public. Raise awareness and launch your network Raise awareness about what’s happeni